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Soon.
Some people are posting bullish bull**** about Cassava sciences $SAVA acquiring a piece of TLSA, on Stocktwits.
Disclaimer: That forum is pure toxic, view at your own risk.
Don't lose hope. Deep down, you know this will hit 300 before the end of 2021 and you will be rewarded nicely for being patient
Well you are right but its not exactly ZERO news. We know the company still operates.
Lets calm down and hear what the bossman has to say tonight. All these RNS publishings today are made for GC to elaborate on, in the interview.
Also alot of information for the market to digest. Abu Dhabi fund definitely will be watching.
The really played it safe with the Phase II of Nasal Forrmulab for Covid-19 here, it was not even a part of the pipeline. The confidentiality regarding a single product, and the contrast it provides of TILS's general approach...
I think we have a shadow partner here, calling the shots for 'Nasal Formulab Covid-19'
We have asked the gods of the market for a sign, to let us know if TILS is alive! They blessed us with an RNS from the boss himself, first thing Monday! Lets hope the progress is ongoing as planned, and this renews investor confidence.
Exactly Jwd.
They bought some virtual event for £20M if I recall correctly. If they needed cash/capital, would they spend it as such? Also people, Hyve doesn't have anything to burn cash for. Its not a factory.
No shows - no operations expense spent.
Shows done - booking the next edition in advance brings cash.
There is one lady in the company, she was in one of the webinars, answering questions. She also answers the phones. The same lady also does the book keeping, probably in conjunction with a Chartered Accountants firm. Not a department. Just her.
With all this administrative work due end of financial year, I wish for, but highly doubt receiving any RNS for Q1, as I believe its her "department " that handles RNS from receiving the decision from the BoD to publishing, possibly with 3rd party help.
It is ok for a company in such size to miss deadlines.
It would just be reassuring to know the company still operates. TILS spoiled us with weekly communication and suddenly turned its back, ofcourse worst comes to mind. Let us know you are alive TILS, good or bad! The ones who stayed are in too deep, we aren't going anywhere before we cover some losses :)
We are gold, we are the best Covid-19 recovery play. Better than Rolls Royce, better than any Airline or Airport or Shopping Mall management. The simple fact that Hyve was oversold in the beginning of covid-19 will also be why it will recover swift and big. At least 300.
I want to clarify what I know about the sales practice in the Exhibitions industry in general, as the situation is much better than most industry outsiders probably expect.
All the major Exhibition Organisers Informa, Clarion, Hyve, Reed, German Messes, Comexposium, FierraMilano etc. sell most of any given show from a year before. So when Covid - 19 hit, the all the shows postponed were already sold out, %90 revenue collected with only a fraction of the direct cost (mostly opex) spent. Most of the industry (Probably Hyve too) have decided on a solution:
1. postpone your booking, along with the show. No refund.
2. Ask for a refund, with a 25% penalty.
Most would choose option 1, to retain their desired location within the floor plan.
Given a small chunk of the shows having taken place even during pandemic, the bookings for the next edition should have been near complete already. The postponed shows are still sold out, but haven't taken place yet. But this doesn't stop exhibition companies from selling the next edition (2023 shows). Worst comes to worst, exhibition company doubles the overhead costs, financing costs etc. but the major costs of marketing and opex still haven't incurred, so the shows being %20 -%45 Gross margin, eat from their profit a bit, but still Profit.
If I had to guess, I'd say most Exhibition Companies have completed sales on their shows for Q3- Q4 2022, and have already begun selling 2023 shows.
This whole situation with Covid-19 looks horrible on the Annual Balance Sheet, but if we could have a look at any given Shows Profit & Loss, I'd bet the situation wouldn't look all that gloomy at all.
I believe we will see a reflection of what I have explained on April Trading Update. 300 EoY is not a dream.
Don't take investment advice from strangers on the internet - DYOR
You do know, if he sells a single share at this stage, there will be a huge sell-off, right?
I am simply trying to match all the extremely positive intangibles you have provided, with the not so positive quantitative facts as of date.
Anyway, thanks for the investment advices. Let me provide one, don't get attached.
Brazil trial was deemed successful with promising results. Nothing came from it. If the company was in talks of partnership with one of the giants, they surely would want to publicise this.
It was the wishful thought of an NDA coming to mind in the beginning, but looking at it with clarity, why on earth would anyone want to sign an NDA to prevent a bidding war among big pharma, given the results were so "revolutionary" and the product so desirable?
This stock was around 140 - 150 in anticipation of Brazil results being good. Now that it is announced as good as expected the stock lingers around 100. There is a missing link here.
Its time to do a serious DD on the company itself, the key people, their other ventures, company addresses, companies house lurking, everything.
With the troublesome silence from the company going forward, its good to look back and remember why we hold...
https://tdameritradenetwork.com/video/rB4AoXOEGmSBc5FjK1ECtw
Great find! I just hope we haven't missed the train on Nasal Formulab , as there are more and more companies experimenting with nasal deliveries.
https://twitter.com/Justsharesonaim/status/1371743548907868168?s=20
Well said!
Also two major shows opening this month. Tomorrow the 16th, Moscow Travel exhibition MITT and an even bigger construction show Moscow Build on the 30th. Good luck everyone and PLACE YOUR BETS ;)
I love all the humanitarian approach about Brazil and how Tiziana could and should help, but its good to remind that something (good or bad) is going on with the Nasal Formulab product used in Brazil. There is no trace of it on the website, or the Brazil trial. Its all is removed.
GC not presenting tonight. Its just part of the teaser video, they used footage from the previous ones. I have asked.
I don't know how these things work in Pharma, but this is typical acquisition behaviour to remove publicly disclosed information, taking it off market while the DD and negotiations go on...